Jotform + Xero

Create sales invoices in Xero and send by email for new Jotform submissions

Effortlessly streamline your invoicing process by connecting Jotform and Xero with this efficient workflow. When a new Jotform submission is received, an invoice will be created, and an email will be sent to your client with the sales invoice from Xero. Save time and maintain accuracy while making your invoicing process smooth and seamless.

Effortlessly streamline your invoicing process by connecting Jotform and Xero with this efficient workflow. When a new Jotform submission is received, an invoice will be created, and an email will be sent to your client with the sales invoice from Xero. Save time and maintain accuracy while making your invoicing process smooth and seamless.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Send Sales Invoice by Email

    Send Sales Invoice by Email

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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